The recent resolution in the MidEast raises a somewhat crass situation: what US companies’ business and by association stock prices will profit greatly? Will such companies be largely nonUS companies, or is the “pie” large enough to include us? What will happen to oil prices as MidEast countries band together. (This hasn’t happened yet but is predicted.) Where are the food supplies, construction, and labor coming from to rebuild? Who and how will it be paid for?
The above doesn’t even scratch the surface. But keep in mind, opportunity often lurks behind uncertainty.
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